Update Your CB Profile via Desk / Quick Tip

Log into my cbdesk.com and click on your headshot in the upper right hand corner. Select My Profile. Verify the accuracy of your information on the About Me tab. You may notice that some fields are locked and cannot be changed. In Desk Profile Manager, for example, the name fields may not be edited here. If these fields require updating, please reach out to your office staff for assistance. If necessary, update your headshot by clicking the pencil icon. In addition to your headshot, your professional bio can be updated on this tab. Scroll down to select Save Changes after making any edits. Switch to the Contact Info tab to confirm the correctness of your personal email, phone number, and home address. Scroll down to select Save Changes after making any edits. In this demonstration, we won't be covering the Office tab since it houses sensitive information not meant for agent editing. Should you require assistance with any modifications on this tab, please contact your office staff for assistance. Utilize the Social Media tab to add links to your various social media profiles. Scroll down to select Save Changes after making any edits, explore the Lead Settings tab to adjust preferences for incoming leads. Don't forget to save the incoming lead's phone number as 903-294-4442. You may activate Vacation Mode to temporarily stock lead notifications during the selected dates. Confirm your contact information is correct and your preferred contact method to receive leads is selected afterward. Opt for your desired CRM. It's important to note that the majority of agents typically choose MoxiWorks, the CRM provided by the company, unless they've opted to pay for access to Market Leader. Finally, establish your weekly availability for receiving leads by specifying the preferred days and times. Scroll down to select Save Changes after making any edits.